Maryland Capital Management’s UnitedHealth UNH Stock Holding History

Maryland Capital Management’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$52.5M	Sell	104,026 -5,799	-5%	-$3.05M	4.38%	4
2022 Q2	$56.4M	Sell	109,825 -5,584	-5%	-$2.8M	4.44%	3
2022 Q1	$58.9M	Sell	115,409 -2,264	-2%	-$1.09M	3.69%	4
2021 Q4	$59.1M	Buy	117,673 +470	+0.4%	+$213K	3.19%	6
2021 Q3	$45.8M	Buy	117,203 +164	+0.1%	+$67.9K	2.74%	11
2021 Q2	$46.9M	Buy	117,039 +2,497	+2%	+$996K	2.83%	8
2021 Q1	$42.6M	Buy	114,542 +4,308	+4%	+$1.49M	2.85%	8
2020 Q4	$38.7M	Buy	110,234 +3,594	+3%	+$1.2M	2.72%	10
2020 Q3	$33.2M	Buy	106,640 +1,983	+2%	+$609K	2.72%	8
2020 Q2	$30.9M	Buy	104,657 +3,502	+3%	+$1M	2.85%	9
2020 Q1	$25.2M	Buy	101,155 +153	+0.2%	+$42.1K	2.99%	7
2019 Q4	$29.7M	Buy	101,002 +221	+0.2%	+$57.8K	3.15%	7
2019 Q3	$21.9M	Sell	100,781 -180	-0.2%	-$43.4K	2.5%	10
2019 Q2	$24.6M	Buy	100,961 +224	+0.2%	+$53.9K	2.92%	8
2019 Q1	$24.9M	Buy	100,737 +1,068	+1%	+$272K	3.09%	7
2018 Q4	$24.8M	Buy	99,669 +690	+0.7%	+$182K	3.59%	6
2018 Q3	$26.3M	Sell	98,979 -594	-0.6%	-$155K	3.44%	6
2018 Q2	$24.4M	Sell	99,573 -2,020	-2%	-$485K	3.4%	6
2018 Q1	$21.7M	Sell	101,593 -133	-0.1%	-$30.4K	3.13%	7
2017 Q4	$22.4M	Sell	101,726 -3,030	-3%	-$642K	3.32%	6
2017 Q3	$20.5M	Sell	104,756 -11,075	-10%	-$2.14M	3.16%	5
2017 Q2	$21.5M	Sell	115,831 -823	-0.7%	-$144K	3.09%	6
2017 Q1	$19.1M	Sell	116,654 -3,488	-3%	-$571K	2.87%	7
2016 Q4	$19.2M	Sell	120,142 -5,324	-4%	-$795K	2.97%	7
2016 Q3	$17.6M	Sell	125,466 -1,398	-1%	-$196K	2.63%	14
2016 Q2	$17.9M	Sell	126,864 -10,825	-8%	-$1.44M	2.82%	9
2016 Q1	$17.7M	Buy	137,689 +14,162	+11%	+$1.68M	2.55%	17
2015 Q4	$14.5M	Buy	123,527 +119,354	+2,860%	+$13.9M	2.14%	20
2015 Q3	$484K	Hold	4,173	–	–	0.08%	98
2015 Q2	$509K	Buy	4,173 +500	+14%	+$59.1K	0.08%	103
2015 Q1	$434K	Buy	3,673 +1,000	+37%	+$111K	0.07%	113
2014 Q4	$270K	Buy	+2,673	New	+$253K	0.04%	155

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Maryland Capital Management's UNH Position: Q3 2022 in Review

Maryland Capital Management reduced its UnitedHealth (UNH) stake by 5.3% in Q3 2022, selling an estimated $3.05M and leaving 104,026 shares worth $52.5M. The position accounts for 4.38% of the portfolio, ranked #4.

Maryland Capital Management first reported a position in UNH in Q4 2014 and has held it in 32 quarters since. The position peaked at $59.1M in Q4 2021. 2,993 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

Maryland Capital Management held 104,026 shares of UnitedHealth worth $52.5M as of Q3 2022.
Maryland Capital Management sold 5,799 UnitedHealth shares in Q3 2022, an estimated $3.05M.
UnitedHealth made up 4.38% of Maryland Capital Management's portfolio in Q3 2022, its #4 holding.
Maryland Capital Management first reported a position in UnitedHealth in Q4 2014 and has held it in 32 quarters since.
Maryland Capital Management's UnitedHealth position peaked at $59.1M in Q4 2021.
2,993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on Maryland Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.